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88 changes: 88 additions & 0 deletions sale_template_operating_unit/README.rst
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================================
Operating Unit in Sale Templates
================================

..
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!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
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!! source digest: sha256:82ffb02fd3393c6f845f5554197753cb8c0e6b9b78226d639fbf6d10b5246e46
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png
:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
:alt: License: LGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Foperating--unit-lightgray.png?logo=github
:target: https://github.com/OCA/operating-unit/tree/15.0/sale_template_operating_unit
:alt: OCA/operating-unit
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/operating-unit-15-0/operating-unit-15-0-sale_template_operating_unit
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/operating-unit&target_branch=15.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module introduces the following features:

* Adds the Operating Unit (OU) to the Sale Order Templates.
* The user’s default Operating Unit (OU) is proposed at the time of creating the Sale Order Template.
* Security rules are defined to ensure that users can only see the Sale Order Template of that Operating Units in which they are allowed access to.

**Table of contents**

.. contents::
:local:

Usage
=====

Follow these steps:

#. Create a Sale Order Template.
#. The Default Operating Unit of the User is assigned to the Sale Order Template.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/operating-unit/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/operating-unit/issues/new?body=module:%20sale_template_operating_unit%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Pavlov Media

Contributors
~~~~~~~~~~~~

* Patrick Wilson <[email protected]>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/operating-unit <https://github.com/OCA/operating-unit/tree/15.0/sale_template_operating_unit>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions sale_template_operating_unit/__init__.py
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# Copyright (C) 2021 Pavlov Media
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).

from . import models
21 changes: 21 additions & 0 deletions sale_template_operating_unit/__manifest__.py
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# Copyright (C) 2021 Pavlov Media
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
{
"name": "Operating Unit in Sale Templates",
"version": "15.0.1.0.0",
"summary": "An operating unit (OU) is an organizational entity part of a "
"company",
"author": "Pavlov Media, Odoo Community Association (OCA)",
"license": "LGPL-3",
"website": "https://github.com/OCA/operating-unit",
"category": "Sales Management",
"depends": [
"operating_unit",
"sale_management",
],
"data": [
"security/sale_template_security.xml",
"views/sale_template_view.xml",
],
"installable": True,
}
42 changes: 42 additions & 0 deletions sale_template_operating_unit/i18n/it.po
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * sale_template_operating_unit
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 14.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2025-07-23 17:25+0000\n"
"Last-Translator: mymage <[email protected]>\n"
"Language-Team: none\n"
"Language: it\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 5.10.4\n"

#. module: sale_template_operating_unit
#: model:ir.model.fields,field_description:sale_template_operating_unit.field_sale_order_template__display_name
msgid "Display Name"
msgstr "Nome visualizzato"

#. module: sale_template_operating_unit
#: model:ir.model.fields,field_description:sale_template_operating_unit.field_sale_order_template__id
msgid "ID"
msgstr "ID"

#. module: sale_template_operating_unit
#: model:ir.model.fields,field_description:sale_template_operating_unit.field_sale_order_template____last_update
msgid "Last Modified on"
msgstr "Ultima modifica il"

#. module: sale_template_operating_unit
#: model:ir.model.fields,field_description:sale_template_operating_unit.field_sale_order_template__operating_unit_id
msgid "Operating Unit"
msgstr "Unità operativa"

#. module: sale_template_operating_unit
#: model:ir.model,name:sale_template_operating_unit.model_sale_order_template
msgid "Quotation Template"
msgstr "Modello preventivo"
39 changes: 39 additions & 0 deletions sale_template_operating_unit/i18n/sale_template_operating_unit.pot
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * sale_template_operating_unit
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 14.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"

#. module: sale_template_operating_unit
#: model:ir.model.fields,field_description:sale_template_operating_unit.field_sale_order_template__display_name
msgid "Display Name"
msgstr ""

#. module: sale_template_operating_unit
#: model:ir.model.fields,field_description:sale_template_operating_unit.field_sale_order_template__id
msgid "ID"
msgstr ""

#. module: sale_template_operating_unit
#: model:ir.model.fields,field_description:sale_template_operating_unit.field_sale_order_template____last_update
msgid "Last Modified on"
msgstr ""

#. module: sale_template_operating_unit
#: model:ir.model.fields,field_description:sale_template_operating_unit.field_sale_order_template__operating_unit_id
msgid "Operating Unit"
msgstr ""

#. module: sale_template_operating_unit
#: model:ir.model,name:sale_template_operating_unit.model_sale_order_template
msgid "Quotation Template"
msgstr ""
4 changes: 4 additions & 0 deletions sale_template_operating_unit/models/__init__.py
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# Copyright (C) 2021 Pavlov Media
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).

from . import sale_order_template
16 changes: 16 additions & 0 deletions sale_template_operating_unit/models/sale_order_template.py
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# Copyright (C) 2021 Pavlov Media
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).

from odoo import fields, models


class SaleOrderTemplate(models.Model):
_inherit = "sale.order.template"

operating_unit_id = fields.Many2one(
comodel_name="operating.unit",
string="Operating Unit",
default=lambda self: self.env["res.users"].operating_unit_default_get(
self.env.user.id
),
)
1 change: 1 addition & 0 deletions sale_template_operating_unit/readme/CONTRIBUTORS.rst
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* Patrick Wilson <[email protected]>
5 changes: 5 additions & 0 deletions sale_template_operating_unit/readme/DESCRIPTION.rst
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This module introduces the following features:

* Adds the Operating Unit (OU) to the Sale Order Templates.
* The user’s default Operating Unit (OU) is proposed at the time of creating the Sale Order Template.
* Security rules are defined to ensure that users can only see the Sale Order Template of that Operating Units in which they are allowed access to.
4 changes: 4 additions & 0 deletions sale_template_operating_unit/readme/USAGE.rst
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@@ -0,0 +1,4 @@
Follow these steps:

#. Create a Sale Order Template.
#. The Default Operating Unit of the User is assigned to the Sale Order Template.
16 changes: 16 additions & 0 deletions sale_template_operating_unit/security/sale_template_security.xml
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<!-- Copyright 2021 Pavlov Media
License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl-3.0) -->
<odoo>
<record id="ir_rule_sale_order_template_allowed_operating_units" model="ir.rule">
<field name="model_id" ref="sale_management.model_sale_order_template" />
<field
name="domain_force"
>['|',('operating_unit_id','=',False),('operating_unit_id','in', user.operating_unit_ids.ids)]</field>
<field name="name">Sales Order Templates from allowed operating units</field>
<field name="global" eval="True" />
<field eval="0" name="perm_unlink" />
<field eval="0" name="perm_write" />
<field eval="1" name="perm_read" />
<field eval="0" name="perm_create" />
</record>
</odoo>
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